Send a Procore Company to ERP Integrations for Accounting Acceptance

Objective

To send a company record from Procore's Project level Directory tool to your company's ERP Integrations tool for an accounting approvers acceptance for export to an integrated ERP system.

Background

If you have a company record in Procore that does not exist in your integrated ERP system, you can export it. The first step is to locate the company record in Procore's Project level Directory tool. Next, send the record to the ERP Integrations tool where it can then be accepted for export by an accounting approver. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Project level Directory tool.
• Additional Information:
  • The entry in the 'Company Name' field is subject to maximum character length limits. For details, see What is the maximum character length for a 'Company Name' in the Directory tool?

Steps

1. Navigate to the Project level Directory tool.
2. Click the Companies tab.
3. Click Edit next to the company.
   OR

   Beta Click the company name.

4. Review the record.
   Notes:
   • If you want to make any changes, it is recommended that you modify and save them before sending the company record to the ERP Integrations tool for acceptance by an accounting approver.
   • The entry in the 'Name' field is subject to the same maximum character length limits for the 'Company Name' field that appears when you first add a company to the Directory tool. For details, see What is the maximum character length for a 'Company Name' in the Directory tool?
5. Click +Send to ERP.
   
   
    

   Notes:

   • If the Send to ERP (or Re-send to ERP) button is greyed out and unavailable, hover your cursor over the question mark (?) to learn why. Typically, it's because the project's ERP data has not yet been synced or because the item does not meet the minimum requirements (see above). 
   • If the Retrieve from ERP button appears, the data has already been sent to the ERP Integrations tool. 
   The system sends the company record to the ERP Integrations tool for acceptance. Once accepted by an accounting approver, the system exports the company from Procore and then adds it as a vendor record in your third-party ERP system (e.g., Integration by Procore: Viewpoint® Spectrum®, Integration by Ryvit: Viewpoint® Vista™, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE®, etc.).

Next Steps

• Accept or Reject a Company for Export to ERP